This topic explains how to transfer employees from one company to another.
Go to Payroll > Employee Management > Transfer Employees.
On the Employee Selection tab, select the employees to be transferred.
On the Main tab:
Select the company that the employees are being transferred to.
Enter the termination date and reason. These are used to update the records of active employees in the company they are being transferred from.
Enter the hire date in the new company. This defaults to the day after the termination date.
In the Transfer Defaults layout, for each field either enter or select the default value for the field in the destination company, or check Retain Old Value to use the value from the source company on the record in the destination company.
You can change the values on individual employee records before you transfer them.
You can select for transfer employees who are currently terminated; the ‘hire’ date into the new company will be 1 day after the Termination Date entered in the selection criteria.
Click Generate Transfer List.
If the selection includes more than 20 employees, Coins ERP+ asks you to confirm that you want to proceed.
A Transfer Workspace browse is displayed, where you can update the default values assigned to the employees if needed.
You can transfer employees if the record is valid and the Transfer checkbox is checked. This is checked automatically if there are 20 employees or fewer in the selection.
If there are employees listed that you do not want to transfer, open the record and uncheck the Transfer checkbox for those employees.
If there are more than 20 employees listed, open the record for those employees you want to transfer and check the Transfer checkbox.
You can use the Multi button to update more than one record at a time.
You can update the fields on individual employee records before they are transferred, if necessary. For example, the default values may not be correct for some employees.
The Transfer Workspace is available only during the current session. When it is closed, any updates made to the workspace will be lost.
If you want, you can validate the employee records before you transfer them: select the records, choose Validate Employees to Transfer from the action list, and click Apply Action.
After the validate action has finished, the Status column shows one of the following:
E if there are errors, or W if there are warnings. Details of the errors and warnings are shown on the Detail screen - click Detail.
V if the record is valid.
If a record has errors, you need to correct them before you can transfer that employee. Click Open, correct the fields that have errors, and click Save.
To transfer the employees, select them, choose Transfer Employees from the action list, and click Apply Action. Employees are only transferred if the Transfer box is checked and there are no errors.
When you transfer an employee:
If the employee is active, the employee is terminated in the source company using the Termination Date and Reason provided on the Transfer Employees selection screen. If the employee is already terminated, this step will be skipped.
If the employee is currently enrolled in any Benefit Plans, the enrollments are end-dated during termination in source company.
The employee is hired into the Transfer To company.
All values from the employee file are copied to the new employee record.
Any values that were listed the Transfer Defaults section on the Transfer Employees selection screen are replaced with new values.
The last Employee Pay Calculation included in the list of Pay Calculations from the Update screen is copied to the new employee record. The pay calculation must be non-dormant with at least one pep_cp flag set to true.
The last Employee Earnings Category included in the list of Earnings Categories from the Update screen is copied to the new employee record. The Earnings Category must be non-dormant.
HR Benefit Plans are reinstated based on the reinstatement rules for the plans and pay calculations are created in the Transfer To company.